Resolved issue to allow users to populate currency tags in the 'Add from Library' option and update the client/matter properties, if they choose to save the updated value in the Document Library Import Window

Defect Fix 8957: Report properties lost when copying report

Resolved issue with copying reports. Any filters or attributes on the original report are now correctly preserved. E.g sort by asc/desc or 'Meet all of the following' filter

Enhancement 8877: Ensure Documents are Moved Correctly Between Matters when Using Multiple Archive Locations

Resolved an issue when using multiple archive locations, where documents that are moved from one matter to another, did not move to the correct Archive location.

Feature 7711: Available on request - help@documatics.com. Audit feature added to core attributes below via the icon next to the attribute. Once implemented, any change to the attribute will be recorded, along with the date and the user. The ability to apply a comment to a particular audit is also available.

Matter Name

Fee Earner

Estimated Fee

Estimated Disbursement

There is still an audit trail for modifications in the Activity Explorer as normal.

Prevent users from recording a client over-payment of a Billed Anticipated Disbursement

4.0.1802.2608

Documents

Feature 8343: Add "Emailed" to the Call Log Status Drop-down List

Users now have the option to add 'Emailed' as a status when creating a call log. This can be done by selecting the diary from the ribbon at the top, then go to call log right click and add a new call log in the status drop down menu will now be the additional option of 'Emailed'.

Enhancement 6945: Scan Enhancements

Thumbnail detection, the split page viewer now has the same zoom in/zoom out functionality as the document preview

When the document preview option is enabled, a preview window is now visible on the Scans screen. A preview should be displayed when selecting a scan or a split scan.

When splitting scans, split pages should retain their original orientation, e.g. if they are in landscape format they should remain landscape when split

Multiple scans can now be filed at once by holding CTRL and multi selecting

Scans are now marked as deleted when deleted. Deleted scans can be restored by an Administrator by right clicking on any scan and selecting Recycle Bin. Note that deleted scans are only preserved for 30 days, after which they are permanently deleted. This is to prevent excessive space being taken up on the server

It is now possible to reassign split scans to another user by right clicking and selecting "Reassign". Note that split scans are reassigned as "full scans" rather than split pages as the other user will not have access to the parent scan document

Scans can now be drag and dropped into the scans area by dragging the document onto any of the user names listed

Defect Fix 7514: Expanding Folders in Document Explorer Can Cause Scroll Bar to Jump Back to top of the Window

Scroll bar no longer jumps back to the top

Defect Fix 7840: Warn Users When Re-assigning Dictation if Already Assigned but Update Event Not Received

On-screen prompt added to notify a user when re-assigning a dictation, if already assigned to another user

During cheque requisition, there is an option to allow only the selected party (such as person responsible or acting person) to be notified. Previously, all users with permissions within the firm would receive a notification on any cheque awaiting approval.